Business Details
39 Years
experience
Expert Accounting Services in Corona, CA
Founded in 1987 by Kevin Kelley, our firm has dedicated nearly four decades to empowering individuals and businesses with expert financial guidance. We specialize in delivering honest, trustworthy advice tailored to diverse client needs, from tax planning for stay-at-home parents to strategic counsel for multimillion-dollar CEOs. Our team combines deep technical expertise with a commitment to financial literacy, ensuring clients achieve peace of mind and long-term success. With a legacy built on door-to-door service and intergenerational trust, we continue to serve clients with the same meticulous attention to detail. Our professionals stay at the forefront of industry advancements while maintaining the personalized approach that defines our practice.From monthly financial reporting to estate planning, we provide comprehensive solutions that protect assets and optimize financial outcomes. Our clients benefit from creative, legally sound strategies that address both immediate challenges and future goals. With a focus on transparency and reliability, weve built lasting relationships that span generations. Our semi-retired co-founder Maryrose Kelley remains a cornerstone of our firms enduring values, while newer team members like Sean Kelley bring fresh perspectives to our collaborative environment. Whether navigating business succession or filing mechanics liens, our clients trust us to deliver results that stand the test of time.
Services
Monthly Financial Reporting
Business Consulting & Succession
Personal & Corporate Taxes
Business Formation
Mechanics Liens
Estate Planning
Details
- Year established: 1987
Highlights and features
- We offer 40 years of experience in personalized financial advisory services
- Our team provides tailored tax planning solutions for all income levels
- We combine technical expertise with creative, legally sound strategies
- Our intergenerational client relationships demonstrate lasting trust
- We maintain cutting-edge knowledge while preserving traditional values
Services
Monthly Financial Reporting
Monthly financial reporting provides critical insights into business health, essential for securing loans and credit lines. Our detailed reports ensure accurate financial tracking and informed decision-making. Clients receive timely, reliable data to support strategic business growth.
Business Consulting & Succession
We help clients develop comprehensive business succession strategies that ensure long-term stability. Our consultants provide alternative solutions for smooth ownership transitions while maintaining operational continuity. Clients benefit from expert guidance through complex legal and financial processes.
Personal & Corporate Taxes
Our tax services cover complete personal and corporate tax planning solutions. We optimize tax positions while ensuring compliance with evolving regulations. Clients receive strategic advice to minimize liabilities and maximize financial efficiency across all income levels.
Estate Planning
We offer streamlined estate planning solutions that protect generational wealth. Our one-hour consultations create customized plans to avoid probate complications. Clients gain peace of mind through legally sound documents that safeguard their financial legacy.
Mechanics Liens
Our mechanics lien services protect contractors' payment rights through preliminary notices and lien filings. We negotiate payment disputes while avoiding excessive legal costs. Clients receive proactive protection for construction-related financial interests.
People
Kevin Kelley
Founder & Lead Accountant
With 40 years of experience, Kevin Kelley established the firm's reputation for expert financial guidance. He specializes in tax planning and business consulting while maintaining direct client relationships.
Maryrose Kelley
Co-Founder
Maryrose Kelley has been integral to the firm's success for four decades. Though semi-retired, she continues to shape our client-focused approach and operational excellence.
Sarika Vora
Senior Accountant
Sarika Vora provides expert accounting services with meticulous attention to detail. She ensures high-quality deliverables while offering strategic financial counsel to business clients.
Sean Kelley
Accountant
Sean Kelley brings specialized expertise in business formation and legal financial structures. He collaborates with his father to deliver multi-generational accounting solutions since returning in 2013.
Questions
What accounting services do you offer?
We provide monthly financial reporting, tax planning, business consulting, estate planning, and mechanics lien services for individuals and businesses.
How can I schedule a consultation?
Book a free consultation through our website or contact us directly at 951-279-3988 during business hours (9 AM - 4 PM weekdays).
Do you handle both personal and business taxes?
Yes, we offer comprehensive tax planning services for individuals and corporations, tailored to each client's specific needs.
What areas do you serve?
We primarily serve Corona, CA and surrounding areas with in-person appointments available at our local office.
How does your estate planning process work?
Our streamlined estate planning requires just one hour to create customized documents that protect your assets and avoid probate complications.
Can you help with business formation?
Yes, we guide clients through proper business entity selection and formation to ensure legal protection and optimal tax positioning.
